See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,764 | $77,813+10.2% | $123,544-30.6% | $64,186+33.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.80% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $7,409 | $3,014+145.8% | $4,628+60.1% | $2,381+211.2% |
| Participant deferral / active EE | $6,219 | $5,240+18.7% | $6,426-3.2% | $3,470+79.2% |
| Admin fee / account holder | $72 | $5,519-98.7% | $9,284-99.2% | $4,888-98.5% |